Finance

See your money twelve months out, and understand what's driving it.

• Finance overviewThe forward glimpse: a plain-language verdict, a net-worth chart, and where your money goes.
• How the numbers are calculatedThe plain-math behind portfolio value, net worth and monthly cash flow — reproduce them yourself.
• AccountsWhere your balances live — every income and expense belongs to an account.
• Income & expensesAdd what comes in and what goes out, once or on a repeating cadence.
• Future-dated price changesTell Steer about next year's rent or that subscription hike, and the projection accounts for it.
• Cash flow & net worthA month-by-month look at your cash flow and net worth across your whole horizon.
• Budget vs actualLog what really happened and see how it compares to your plan, item by item.
• LoansModel a mortgage, car loan or personal loan — repayments, interest and payoff.
• InvestmentsModel contributions and growth so your savings show up in your net worth.